Steward Partners Investment Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPD Stock Details SPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Hold	41,493	–	–	0.01%	972
2025 Q4	$1.63M	Hold	41,493	–	–	0.01%	871
2025 Q3	$1.64M	Hold	41,493	–	–	0.01%	851
2025 Q2	$1.58M	Hold	41,493	–	–	0.01%	799
2025 Q1	$1.28M	Hold	41,493	–	–	0.01%	811
2024 Q4	$1.38M	Hold	41,493	–	–	0.01%	758
2024 Q3	$1.39M	Hold	41,493	–	–	0.01%	747
2024 Q2	$1.34M	Hold	41,493	–	–	0.01%	713
2024 Q1	$1.29M	Hold	41,493	–	–	0.01%	714
2023 Q4	$1.19M	Hold	41,493	–	–	0.02%	664
2023 Q3	$1.09M	Hold	41,493	–	–	0.02%	645
2023 Q2	$1.13M	Hold	41,493	–	–	0.02%	653
2023 Q1	$1.06M	Hold	41,493	–	–	0.02%	676
2022 Q4	$1.01M	Hold	41,493	–	–	0.02%	663
2022 Q3	$1.1M	Hold	41,493	–	–	0.02%	596
2022 Q2	$1.1M	Hold	41,493	–	–	0.02%	603
2022 Q1	$1.3M	Sell	41,493 -3,832	-8%	-$119K	0.02%	607
2021 Q4	$1.51M	Hold	45,325	–	–	0.02%	577
2021 Q3	$1.38M	Buy	+45,325	New	+$1.41M	0.02%	554

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Steward Partners Investment Advisory's SPD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 41,493 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #972.

Steward Partners Investment Advisory first reported a position in SPD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q3 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Steward Partners Investment Advisory held 41,493 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.51M as of Q1 2026.
Steward Partners Investment Advisory left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
Simplify US Equity PLUS Downside Convexity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #972 holding.
Steward Partners Investment Advisory first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and has held it in 19 quarters since.
Steward Partners Investment Advisory's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.64M in Q3 2025.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.